Institutional Ownership Wisdomtree Tr Cloud Computing (WCLD)
This table provides information about the institutional ownership of Wisdomtree Tr Cloud Computing (WCLD). We have compiled data on the 103 institutions that hold shares in the stock, with a total of 3.86 Million shares, which have been reported (via 13F filing form) to have a value of $135 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
416
shares
|
$14,497
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
400
shares
|
$13,940
0.0% of portfolio
|
Q2 2021
Added 128.57%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
399
shares
|
$13,905
0.0% of portfolio
|
Q3 2021
Added 26.27%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
387
shares
|
$13,486
0.0% of portfolio
|
Q3 2025
Reduced 31.75%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
350
shares
|
$12,197
0.0% of portfolio
|
Q2 2025
Added 250.0%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
341
shares
|
$11,883
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
275
shares
|
$9,583
0.0% of portfolio
|
Q2 2024
Reduced 94.48%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
220
shares
|
$7,667
0.0% of portfolio
|
Q1 2021
Added 24.39%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
213
shares
|
$7,423
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
168
shares
|
$5,854
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
162
shares
|
$5,645
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
150
shares
|
$5,227
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
130
shares
|
$4,530
0.0% of portfolio
|
Q3 2025
Reduced 53.57%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
125
shares
|
$4,356
0.0% of portfolio
|
Q3 2025
Reduced 44.44%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
100
shares
|
$3,485
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
93
shares
|
$3,241
0.0% of portfolio
|
Q3 2025
Reduced 11.43%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
86
shares
|
$2,997
0.0% of portfolio
|
Q3 2025
Reduced 53.76%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
59
shares
|
$2,056
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
44
shares
|
$1,533
0.0% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
33
shares
|
$1,150
0.0% of portfolio
|
Q2 2025
Reduced 85.84%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
30
shares
|
$1,045
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
25
shares
|
$871
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
15
shares
|
$522
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
15
shares
|
$522
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
5
shares
|
$174
0.0% of portfolio
|
Q3 2024
Reduced 99.52%
|
|